Summit Financial Strategies’s Cincinnati Financial CINF Stock Holding History

Summit Financial Strategies’s Portfolio CINF Stock Details CINF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$750K	Hold	4,052	–	–	0.05%	81
2026 Q1	$638K	Hold	4,052	–	–	0.05%	86
2025 Q4	$662K	Hold	4,052	–	–	0.05%	79
2025 Q3	$641K	Hold	4,052	–	–	0.05%	78
2025 Q2	$603K	Hold	4,052	–	–	0.06%	76
2025 Q1	$599K	Hold	4,052	–	–	0.06%	74
2024 Q4	$582K	Hold	4,052	–	–	0.06%	73
2024 Q3	$552K	Hold	4,052	–	–	0.06%	75
2024 Q2	$479K	Hold	4,052	–	–	0.06%	80
2024 Q1	$503K	Hold	4,052	–	–	0.07%	79
2023 Q4	$419K	Hold	4,052	–	–	0.06%	83
2023 Q3	$414K	Hold	4,052	–	–	0.08%	73
2023 Q2	$394K	Hold	4,052	–	–	0.07%	81
2023 Q1	$454K	Hold	4,052	–	–	0.09%	74
2022 Q4	$415K	Hold	4,052	–	–	0.09%	74
2022 Q3	$363K	Hold	4,052	–	–	0.09%	77
2022 Q2	$482K	Hold	4,052	–	–	0.11%	64
2022 Q1	$551K	Sell	4,052 -1,001	-20%	-$123K	0.11%	58
2021 Q4	$576K	Hold	5,053	–	–	0.11%	57
2021 Q3	$577K	Hold	5,053	–	–	0.11%	58
2021 Q2	$589K	Buy	+5,053	New	+$583K	0.12%	56
2020 Q1	–	Sell	-3,443	Closed	-$362K	–	60
2019 Q4	$362K	Hold	3,443	–	–	0.18%	40
2019 Q3	$402K	Buy	+3,443	New	+$379K	0.19%	32
2019 Q2	–	Sell	-4,515	Closed	-$388K	–	60
2019 Q1	$388K	Sell	4,515 -490	-10%	-$40.4K	0.2%	29
2018 Q4	$387K	Buy	+5,005	New	+$389K	0.22%	32
2018 Q3	–	Sell	-5,535	Closed	-$370K	–	61
2018 Q2	$370K	Buy	+5,535	New	+$393K	0.18%	28
2018 Q1	–	Sell	-5,199	Closed	-$390K	–	55
2017 Q4	$390K	Sell	5,199 -832	-14%	-$61.9K	0.2%	28
2017 Q3	$462K	Sell	6,031 -230	-4%	-$17.5K	0.27%	25
2017 Q2	$454K	Buy	+6,261	New	+$444K	0.27%	26
2016 Q3	–	Sell	-6,797	Closed	-$509K	–	45
2016 Q2	$509K	Sell	6,797 -100	-1%	-$6.78K	0.38%	20
2016 Q1	$451K	Hold	6,897	–	–	0.33%	23
2015 Q4	$408K	Sell	6,897 -675	-9%	-$40K	0.32%	27
2015 Q3	$407K	Hold	7,572	–	–	0.34%	27
2015 Q2	$380K	Hold	7,572	–	–	0.3%	30
2015 Q1	$403K	Buy	+7,572	New	+$396K	0.32%	25

Other funds holding CINF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Summit Financial Strategies's CINF Position: Q2 2026 in Review

Summit Financial Strategies held its Cincinnati Financial (CINF) position steady in Q2 2026 at 4,052 shares worth $750K. The position accounts for 0.05% of the portfolio, ranked #81.

Summit Financial Strategies first reported a position in CINF in Q1 2015 and has held it in 35 quarters since. 544 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

Summit Financial Strategies held 4,052 shares of Cincinnati Financial worth $750K as of Q2 2026.
Summit Financial Strategies left its Cincinnati Financial share count unchanged in Q2 2026.
Cincinnati Financial made up 0.05% of Summit Financial Strategies's portfolio in Q2 2026, its #81 holding.
Summit Financial Strategies first reported a position in Cincinnati Financial in Q1 2015 and has held it in 35 quarters since.
544 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.